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To report in TurboTax.   Open your return in TurboTax and go to the Federal tab.  Select Deductions & Credits. Scroll down to the Estimates and Other Taxes Paid section. Find Other Income Taxes and click Start/Revisit. Look for the sub-section Other Income Taxes Paid in 2025 (or the current tax year). Select Withholding not already entered on a W-2 or 1099. Enter the amount from your 1042-S here.

The capital loss carryover will not be automatic from an amended return. You'll have to enter it.   To do this in TurboTax Online, please follow these steps: Click on Federal on the left-hand panel, then on Wages and Income Navigate to the list of income categories Locate the Investments and Savings section and click on the arrow on the right Click Start next to Capital loss carryover Follow the interview to enter your capital loss carryover.

However, investment theft losses (like Ponzi schemes or specific profit-seeking frauds) follow different rules and are still deductible if they meet certain IRS criteria.  You must report Investment Theft Losses on Form 4684, Section B (Business and Income-Producing Property).  If it's a Ponzi Scheme: The IRS provides a "Safe Harbor" method to simplify this. In TurboTax, use Form 4684, Section C (Page 3) to calculate the loss, which then flows to Section B. If it's other Investment Fraud: Report the loss on Section B, Part I of Form 4684. These losses are generally reported as an itemized deduction on Schedule A (Line 16) but are not subject to the $100 reduction or the 10% AGI floor.  The standard interview often fails to handle these specialized investment thefts correctly. You may need to use Forms Mode (available only in the Desktop/Download version) to enter the data directly on the worksheet.  Open Form 4684: In Desktop, click the Forms icon (top right) and find "Form 4684" or the "Casualty & Theft Worksheet". Select Investment Property: On the worksheet, identify the property as "Income-producing" or check the box for Ponzi-type investment if applicable. Check for Worthless Stock: If the loss was simply a decline in market value due to fraud at a public company (like accounting scandals), it is NOT a theft loss. It must be reported as a worthless security on Schedule D.  Why it Might Not Be Calculating If your total itemized deductions (including the theft loss) are lower than your Standard Deduction, TurboTax will ignore the loss because it wouldn't lower your tax bill anyway. If you accidentally entered it in the "Personal Use Property" section (Section A), the software will block it unless you also provide a FEMA Disaster Declaration Number. 

 This will extend the time you have to file your taxes until October 15th, 2026.     On the left rail menu in TurboTax Online Select Tax Tools  (You may have to scroll down on the left rail menu.) On the drop-down select Tools  On the Pop-Up menu titled “Tools Center,” select File an extension Follow the instructions to start the extension process Also, you may have to file your state taxes:  Do I need to file an extension for my personal state taxes?     Remember, an extension gives you more time to prepare your taxes, but it doesn't extend the time to pay your taxes.  If you have an indication that you will owe taxes, you should make the payment by the original due date of the tax return to avoid additional interest and penalties.   

@the4brands wrote: Can money manager fees be deductible expenses? No. Those fees are miscellaneous itemized deductions which were eliminated by tax reform (the TCJA).   They may be deductible on your state tax return, however.

To see what is causing your return to be rejected and find out how to fix it:   Sign in to your account Select the Fix my return button Follow any “fix it” instructions to update the information causing the rejection.   What does my rejected return code mean and how do I fix it?  

You received an email that we cannot see that tells you why your tax return was rejected.   Some rejected returns can be fixed and re-filed.  Some have “un-fixable” reasons for the rejection and have to be mailed instead.    What is the rejection code or rejection message?     If it was rejected for AGI—-your 2024 AGI might not be in the IRS system if you filed late.   Try using zero instead.   If filing with zero is rejected then file again but select the option that you did not file last year.  The IRS does not see that question and it will allow you to e-file with no AGI question.     https://ttlc.intuit.com/community/agi/help/where-do-i-correct-my-agi-in-turbotax-online/00/26311   If that does not work and you still cannot e-file, then print, sign, and mail your tax return.    

 This will extend the time you have to file your taxes until October 15th, 2026.     On the left rail menu in TurboTax Online Select Tax Tools  (You may have to scroll down on the left rail menu.) On the drop-down select Tools  On the Pop-Up menu titled “Tools Center,” select File an extension Follow the instructions to start the extension process Also, you may have to file your state taxes:  Do I need to file an extension for my personal state taxes?     Remember, an extension gives you more time to prepare your taxes, but it doesn't extend the time to pay your taxes.  If you have an indication that you will owe taxes, you should make the payment by the original due date of the tax return to avoid additional interest and penalties.   

If your capital gain number appears doubled in the Federal Income section of TurboTax, it is very likely due to the way the software displays both your total capital gains and separately lists short-term and long-term gains, which can sometimes look like duplication. Additionally, TurboTax may be showing both the gross proceeds and the gains, or it could be including adjustments, such as wash sales or capital loss carryovers. You potentially could review your entries in the Investment Income section to ensure all transactions are correctly entered and no duplicates exist. Also, verify your entries on Form 8949 and Schedule D where capital gains are reported.

Not all manufacturers are participating in the program.  If they are not, you would not be able to claim the Home Energy Efficiency Improvement Credit.  If your manufacturer is participating you may be able to fine your QMID code here. 

This will extend the time you have to file your taxes until October 15th, 2026.     On the left rail menu in TurboTax Online Select Tax Tools  (You may have to scroll down on the left rail menu.) On the drop-down select Tools  On the Pop-Up menu titled “Tools Center,” select File an extension Follow the instructions to start the extension process Also, you may have to file your state taxes:  Do I need to file an extension for my personal state taxes?     Remember, an extension gives you more time to prepare your taxes, but it doesn't extend the time to pay your taxes.  If you have an indication that you will owe taxes, you should make the payment by the original due date of the tax return to avoid additional interest and penalties.   

I've been having the exact same issue with TurboTax since last year. It happened for the first time last year (after 9 years of e-filing with TurboTax) and then again just now. I e-filed an extension via FreeFillableForms (obviously using my spouse's birthday) and it was accepted. There must be a bug with TurboTax. It's annoying because I had to paper file last year (and like you had to pay $15 for the state efiling fee) and the same thing has happened this year. 

This will extend the time you have to file your taxes until October 15th, 2026.     On the left rail menu in TurboTax Online Select Tax Tools  (You may have to scroll down on the left rail menu.) On the drop-down select Tools  On the Pop-Up menu titled “Tools Center,” select File an extension Follow the instructions to start the extension process Also, you may have to file your state taxes:  Do I need to file an extension for my personal state taxes?     Remember, an extension gives you more time to prepare your taxes, but it doesn't extend the time to pay your taxes.  If you have an indication that you will owe taxes, you should make the payment by the original due date of the tax return to avoid additional interest and penalties.   

Report your royalties directly on Schedule E since you have a 1099-NEC and not a 1099-MISC. Go directly to the royalties entry using the steps here. TurboTax Online: Select Tax Home (left panel) > Wages & Income > Scroll to Rents, Royalties, etc > Edit next to the royalty income. TurboTax Desktop: Search (upper right) > type royalties > Click the Jump to... link > Edit next to the royalty income